axis diplomat 2016 Enhancements for Software Assurance
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A number of enhancements have been added to axis diplomat in preparation for its next major release due in Autumn 2018. The enhancements listed below are available now to those customers running axis diplomat 2016 who subscribe to Software Assurance.
If you do not currently have Software Assurance and would like to discuss adding it to your support contract, please speak to your Account Manager or complete a Software Assurance Enquiry Form.
Showing 129 enhancements covering:
- Kernel (Core) Software
- Nominal Ledger & General Accounts
- Business Intelligence
- Sales Ledger, CRM & Sales Order Processing
- Purchase Ledger & Purchase Order Processing
- Stock Ledger, Bill of Materials & MRP
- Warehouse Management
- Office Products
- eBusiness
- Hire Management
- Service Contract Management
- Workshop Job Management
- axis payroll
Kernel (Core) Software
Schedule Software Updates from Fat Clients
Available to all customers with axis diplomat 2016 or above
Release Date: 29/04/2020
The easiest way to update your axis diplomat or axis payroll software is to schedule an overnight update. Traditionally, this has required an administrator to schedule this from the server or from a Remote Desktop (RDP) connection to the server. This facility has now been extended to allow use from fat clients (PCs not running an RDP client) which will greatly improve the convenience for those running systems based on this architecture.
An administrator can schedule an overnight software update by selecting Software Update from the Help menu of the scheduler:
Disable Security Groups
Available to all customers with axis diplomat 2016 or above
Release Date: 22/02/2019
axis diplomat now allows individual user groups within User and Group Maintenance to be disabled.
Groups cannot be disabled if they currently contain users (you should re-assign those users to other groups first) and, once disabled, you will be unabled to assign new users to that group. You will also be prevented from assiging CRM Calls to that group's responsibility.
Further Data Imports now Multi-User
Available to all customers with axis diplomat 2016 or above
Release Date: 09/11/2018
The following data import functions have been enhanced to allow operation in multi-user mode:
- Import Sales Groups
- Import Customer Groups
- Import Supplier Groups
- Import Department Descriptions
- Import Order Source Descriptions
- Import Product Groups
- Import Product Discount Groups
Previously, the imports could only be used whilst no one else was using the system and so these enhancements further increase system availability.
Monitor of Audit Trail Events
Available to all customers with axis diplomat 2016 or above
Release Date: 23/05/2018
User Activity monitor tabs can now be filtered to show activity on specific types of object.
The example below shows a monitor filtered to show all updates to Customer Accounts and Contacts this month, and who made them.
Identifying what updates have been made to your data, when and by whom, is an invaluable tool in maintaing data security and integratity, not only in light of the General Data Protection Regulation (GDPR) but as a management tool in general.
Add Custom Monitors to Favourites
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 12/03/2018
The ability to create custom monitors is a powerful feature of axis diplomat, providing you with your own unique view of the data that is important to you. We have now enhanced axis diplomat to allow you to add individual custom monitors directly to your Favourites, giving you instant access to the monitor. Simply right-click on any monitor in the "My Monitors" list and select "Add to Favourites".
In this example, we have created a custom monitor called "Books", which lists all of the book-related stock items, any outstanding sales orders that include books and any outstanding quotes for books. By adding the "Books" monitor to our Favourites, we now have direct access to that information.
A further benefit is that those users who are configured to see Favourites only may now have custom monitors added for their use.
Support for Configuration of Multiple SMTP Servers
Available to all customers with axis diplomat 2016 or above
Release Date: 10/01/2018
The function "Amend SMTP Mail Parameters" has been extended to allow configuration of up to nine mail servers.
Any of these additional mail servers may then be selected within the Send Emailshot and Send Emailshot by Campaign functions. This is to allow a different email delivery service to be used when sending mass emailshots since it is often desirable to use a specialised email delivery service for such operations rather than relying on your usual email service provider.
Date Filtering in Scrolling Data Lists
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 11/09/2017
Setting filters on Scrolling Data Lists is now aware of when a column contains dates and sorts the list of dates into chronological order instead of alphabetical order.
Previously. all column filter lists were treated as text and sorted accordingly - meaning that the list above would have started with 09/11/2016 and ended with 14/12/2016.
Date Selection Filters
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 28/03/2017
The list of data selections available when filtering a monitor tab by date has been extended from Single Date and Date Range to include a host of pre-defined selections, including last week, last month, this year and last year.
Configurable Email Subject by Variant
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 27/02/2017
For those using document variants, such as on systems with the Trading Identities module, it is now possible to configure different email subjects for each variant.
Filters for Current User and Current Group
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 13/10/2016
On monitor tabs that allow filtering by axis diplomat user and/or group (such as CRM Calls and User Activity), it is now possible to specify "Current User" and "Current Group" as selections. When monitors are shared, these filters will then use the ID or Group of the user viewing the monitor at the time.
This enhancement makes it easier to create shared monitors with, for example, a "My Calls" tab. Previously you would have needed to create separate tabs for each user (or each user would have needed their own custom monitor).
Nominal Ledger & General Accounts
Filter Monitors by EC Supply
Available to all customers with axis diplomat 2016 or above
Release Date: 25/11/2019
Nominal Transaction Monitor Tabs and the new VAT Transaction Monitor (introduced for Making Tax Digital for VAT) have both been extended to allow two additional filters - EC Supply and EC Supply of Goods.
This makes it easy to create a dedicated monitor tab showing, for example, only EC Supplies, to simplify the checking or review process.
Making VAT Adjustments after Sales/Purchase Period End
Available to all customers with axis diplomat 2016 or above
Release Date: 15/08/2019
The functions, "Adjustments to Input VAT" and "Adjustments to Output VAT", introduced as part of the support for Making Tax Digital for VAT, have been enhanced to allow adjustments to be made after the Sales and Purchase Ledger Period Ends.
VAT Adjustments dated within (or prior to) the current Nominal Ledger period will be posted to that period even if the Sales/Purchase Ledger period ends have already been run.
The Nominal Ledger Period End has also been updated to issue a warning to remind the operator to check that all necessary VAT Adjustments have been made.
Support for Making Tax Digital for VAT
Available to all customers with axis diplomat 2016 or above
Release Date: 07/03/2019
A complete suite of updates has now been released to allow axis diplomat users to manage and submit their VAT Returns after Making Tax Digital ("MTD") for VAT is introduced in April of this year.
In addition to a new MTD VAT Returns function to handle the actual submission process, other new functions include a VAT Transaction Monitor and new adjustment functions. These have all been grouped into a single VAT menu.
For more information:
https://www.axisfirst.co.uk/software/making-tax-digital/axisdiplomat/
User Selection added to Daybook Reports
Available to all customers with axis diplomat 2016 or above
Release Date: 20/02/2019
Sales, Purchase, Nominal and Combined Daybook Reports have been modified to allow the transactions reported to be filtered by user (i.e. the operator that created the original transactions).
Nominal Account Details added to Sales Invoice Enquiry
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 02/01/2019
The Document Lines tab of Sales Invoice Enquiry has been extended to include details of the Nominal Account (columns include account number, short name and description) for each item.
Bank Transfer Function
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 09/07/2018
A new function, Bank Transfer, has been added to allow simple recording of movements between bank accounts.
This new function makes it much easier and quicker to record transfers between your bank accounts, eliminating the need to use traditional journal booking functions.
For more information:
https://www.axisfirst.co.uk/documentation/Bank-Transfer/article/114697
New Cash Account Enquiry Function
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 27/09/2017
The previous Cash Account Enquiry has been replaced with a new interactive enquiry, providing access to all of the information relating to the Cash Account across a number of tabs. This includes access to Attachments, Graphs and the ability to drill-down into transactions. As with other similar functions within the system, it also provides the ability to export transaction data to a CSV text file or to a Microsoft Excel™ spreadsheet.
For those who still want to produce the report-style enquiry offered by the previous function, this is provided via the Print Preview button.
Domestic Reverse Charge VAT on Purchases
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 30/05/2017
For those axis diplomat users who purchase goods or services that fall under the rules of Domestic Reverse Charge VAT (including, for example, mobile phones, subject to certain de minimis limits), Purchase Order Invoice Booking has now been extended to support this.
When booking a supplier's invoice via Purchase Order Invoice Booking, you now have the option to specify (for Standard UK suppliers) VAT treatment as "Domestic Reverse Charge".
In these cases, the VAT is not added to the invoice value but is recorded; axis diplomat then reports the VAT amount as both Output Tax and Input Tax. The goods value is reported in Total Inputs but not Total Outputs.
For more information:
https://www.axisfirst.co.uk/documentation/VAT/articles/14038
Multi-User Previous Period Adjustments
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 24/03/2017
The Nominal Ledger function "Previous Period Adjustments" has been reworked to allow operation in multi-user mode.
The function allows adjustment journals to be entered for any completed accounting period within the current year or either of the two preceding years.
The function has also been extended to allow adjustments to be posted to previously unused years. This is particularly useful when correcting errors brought forward from legacy accounting systems when implementing a new axis diplomat system.
Business Intelligence
Full Stock Description added to Business Intelligence
Available to all customers with axis diplomat 2016 or above
Release Date: 16/10/2017
Business Intelligence enquiries have now been extended to allow you to choose whether to show just the first line of stock descriptions, both lines (as separate columns) or a single column containing an amalgamation of both lines.
This flexibility can be particularly useful when exporting information from Business Intelligence for use in spreadsheets.
Sales Ledger, CRM & Sales Order Processing
Sales Invoice Enquiry Enhancements
Available to all customers with axis diplomat 2016 or above
Release Date: 21/07/2020
A Smart Link icon has been added to Sales Invoice Enquiry and Sales Credit Note Enquiry to provide quick access to the relevant customer account.
Two other improvements have been added that will be particularly useful to those using multiple currencies. Firstly, the customer account has been changed to show the full reference, including the ledger number prefix and the monetary values now also show the currency description.
Extensions to Customer Record Block Amendment
Available to all customers with axis diplomat 2016 or above
Release Date: 23/06/2020
The Supervisor Function Customer Record Block Amendment has been extended to allow selection of customers by their default price setting (trade/retail).
It has also been modified to allow updating of the main contact only and an option has been added to allow updating of the contact's eBusiness Authority.
Add Attachments to Sales Orders in Enquiry Mode
Available to all customers with axis diplomat 2016 or above
Release Date: 28/05/2020
It is now possible to add attachments to Sales Orders whilst in Enquiry mode (in addition to when editing or amending the sales order).
This functionality is optional and must be enabled via a configuration checkbox in the Supervisor Function Maintain SOP Parameters:
Without this option enabled, it is only possible to add attachments to a Sales Order when amending the Sales Order; this can be inconvenient if the order had been completed as it will be automatically re-opened.
Suppress Write Off Amount in Custom Receipts Function
Available to all customers with axis diplomat 2016 or above
Release Date: 11/05/2020
A new Security Permission has been added to allow you to prevent specific users, groups or all users (except administrators) from supplying a write-off amount when entering a customer's payment receipt.
With this option, you can now decide who has the authority to write off discrepancies between the outstanding value of invoices being paid and the amount received.
Those who do not have permission to write off discrepancies will simply see the relevant field greyed out in the Customer Receipts function.
Foreign Currency Enhancements for Commission List Report
Available to all customers with axis diplomat 2016 or above and the Multi Currency Sales Ledgers module
Release Date: 04/05/2020
A number of enhancements have been added to the Commission List by Order Source report to benefit those with foreign currency sales.
A Sales Ledger selector has been added (previously, the report assumed the currently selected default ledger) and this also includes an "All Ledgers" option to report across all currencies at once.
In addition, figures may be reported in the original currency or in Sterling, using either the original exchange rate or a specific exchange rate (which may be either the current exchange rate set in the system or a manually entered override).
Delivery Address Type added to Sales Order Monitor
Available to all customers with axis diplomat 2016 or above
Release Date: 15/04/2020
Monitor tabs that show delivery address information (the Delivery Addresses and Sales Orders tabs of Sales Order Monitor or custom monitor tabs of those types) can now include an additional column showing the address type (business or residential).
Call Events for Subject Change
Available to all customers with axis diplomat 2016 or above
Release Date: 16/07/2019
When you change the subject text of a CRM Call, the system will now create a separate event, showing the original subject and to what it has been changed, who changed it and when,
Restrict Delivery Methods by Delivery Address Type
Available to Software Assurance customers with axis diplomat 2016 or above and the Delivery Methods & Charges module
Release Date: 13/06/2019
Certain Delivery Service Providers (carriers) will only deliver to business addresses or, conversely, only to residential addresses. For these situations, you are now able to restrict specific delivery methods by address type:
Order Origin column added to Sales Orders tab
Available to all customers with axis diplomat 2016 or above
Release Date: 10/05/2019
The Sales Order tab in Customer Enquiry has been extended to include an additional column indicating the Order Origin.
This column will show one of the following for each Sales Order:
- Account
- vMerchant
- Telesales
- Point of Sale
- Imported
Account indicates the order was entered via axis diplomat's Sales Order Processing module whilst Imported indicates that the order was imported from an external system other than an axis vMerchant website (for example, a 3rd party eCommerce solution such as Blue Alligator).
Link CRM Calls to Customer Returns
Available to all customers with axis diplomat 2016 or above
Release Date: 29/03/2019
It is now possible to link a CRM Call to a Customer Return.
This is ideal when using the CRM capability of axis diplomat to manage queries and issues within the Customer Services department, where the events on the CRM Call can provide everyone with access to the full history of the issue.
Change Stock Location when Converting Quote to Order
Available to all customers with axis diplomat 2016 or above
Release Date: 18/02/2019
For those who have their system configured to copy quotes when converting, it is now possible to amend the Stock Location at the same time as converting the quotation to an order.
This saves having to run the separate "Amend Sales Order Location" function after converting the quotation.
This applies to systems configured to copy quotes when converting - this parameter is set on the "Document Maintenance" tab of the Maintain SOP Parameters function.
Delivery Number column added to Transaction History
Available to Software Assurance customers with axis diplomat 2016 or above and the Despatch & Delivery Management module
Release Date: 28/01/2019
The Customer Enquiry function's Transaction History tab has been extended to include an additional column for the Delivery Number.
This reference will be present when the invoice appearing on the Transaction History tab relates to a single delivery (the column will be blank for consolidated invoices).
Adjust Probability via Reschedule Quotation
Available to all customers with axis diplomat 2016 or above
Release Date: 24/10/2018
The Reschedule Quotation function now allows you to update the Probability on a quotation as well as the expected due date.
Being easily accessible via a right-click option from within Quotation monitor tabs, this enhancement makes it easier to manage your forecasts since, if a project's expected timescale changes, the probability often changes as well.
New option for Minimum Margin
Available to all customers with axis diplomat 2016 or above
Release Date: 20/08/2018
A new option has been added for those using Minimum Margins by Product Group. You are now able to specify that, if an order falls below the minimum margin for a particular Product Group, the order is placed on hold.
This allows the person entering the order to continue and file the order, and for a manager to review the order afterwards.
SagePay Transaction ID added to payment confirmation
Available to all customers with axis diplomat 2016 or above and the Opayo Payment Processing module
Release Date: 15/08/2018
When using SagePay to take a payment via the Statement tab of Customer Enquiry (or Maintain Customer Details), the confirmation message now displays the SagePay Transaction ID to assist if manually reconciling payments.
Create Serial Numbers during Sales Order Release
Available to Software Assurance customers with axis diplomat 2016 or above and the Stock Transaction Traceability module
Release Date: 13/07/2018
A new parameter has been added to the system to allow serial number creation as part of the process of releasing a credit line on a sales order.
Normally, you can only return a serialised item into stock where that serial number has previously been issued. This new development, however, is ideal for situations where you have previously sold an item prior to marking it as serialised.
The parameter can be found on the Order Release tab within Maintain SOP Parameters.
Transfer Customer Payments
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 11/07/2018
axis diplomat now has the ability to easily transfer unallocated cash payments from one customer account to another. The function can be accessed via a simple right-click option on the specific cash transaction within Customer Enquiry (when in Edit mode) and then specifying the destination customer account.
This is ideal for correcting operator errors where cash has been allocated to the wrong account, perhaps because the customer names are very similar or the cash was received with no remittance advice and the user assumed the wrong account.
Postcode column added to Customer List by Turnover
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 25/06/2018
The Customer List by Turnover Report has been modified to optionally include an additional column for each customer's postcode.
eBusiness Customer Selection in Customer Block Amendment
Available to Software Assurance customers with axis diplomat 2016 or above and the eBusiness module
Release Date: 11/06/2018
Customer Record Block Amendment has been extended to allow the range of customers to be amended to be filtered to just eBusiness customers or to only those accounts that are not flagged as eBusiness:
Filter Quotation Monitors by Stock
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 25/05/2018
It is now possible to filter Quotation monitor tabs to show just quotations that contains certain types of stock item.
The example below shows a Quotations monitor being filtered to just those quotes that contain any item from five different product groups:
It would be equally possible, for example, to produce a Quotations monitor showing just those outstanding quotes that include any item that has been discontinued.
Customer Requested Delivery Date in Document Designer
Available to all customers with axis diplomat 2016 or above and the Customer Requested Delivery Date module
Release Date: 10/04/2018
The Customer Requested Delivery Date is now available as a field to add as a column to line details within Document Designer templates.
Default Department in Customer Searches
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 14/03/2018
For those who use hold a default Department Code against customers, Customer search results now include columns for the default Department (code and description).
In addition to searches using the Customers function, searches within other functions, such as Enter Sales Order, also include these columns:
The ability to record a default Department against customers, is controlled via a system parameter (on the "Customer Maintenance" tab of "Maintain Sales Ledger Parameters").
Larger HTML emails with Send eMailshot
Available to all customers with axis diplomat 2016 or above
Release Date: 21/02/2018
The functions Send eMailshot and Send eMailshot by Campaign have been extended to support larger HTML emails - the maximum size has been increased from 50Kb to 100Kb (excluding images).
Monthly Cost of Sales Reports
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 21/02/2018
Three new Monthly Cost of Sales Reports have been added to the system, giving a simple breakdown by Customer Group, Order Source or Sales Group.
Each report shows the sales and cost of sales, along with the margin amount and percentage for the last complete nominal period, all of the preceding periods of the current year as well as the preceding twelve periods.
Perform Credit Checks on Order Amendment
Available to all customers with axis diplomat 2016 or above
Release Date: 19/02/2018
By default, axis diplomat will only apply credit checks when entering new orders. A new system parameter allows you to have the system perform credit checks every time that an order is amended. This could, for example, put an order on hold if the order is increased to take it over the customer's credit limit.
Exclude Items from Repricing
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 11/01/2018
axis diplomat 2016 introduced the ability to reprice sales orders and quotations with a single click. It is now possible to mark specific stock and product items as being excluded from such repricing operations:
This is controlled via a simple tick box on the Pricing and Costing tab of Maintain Stock Details, as shown above. This is ideal, for example, when dealing with discount, surcharge or miscellaneous product codes that have no default value where these would otherwise be repriced to zero.
Filter Customer Monitor to No Campaigns
Available to all customers with axis diplomat 2016 or above
Release Date: 08/01/2018
It is now possible to filter a "Customers" monitor tab to show just those customers that do not belong to any campaign.
This is particularly useful if all of your customers should belong to at least one campaign (for example, to receive fortnightly calls as shown in the example above) since it allows you to see, at a glance, if any customers are missing.
Enforce Delivery Contact's Email or Mobile Number
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 13/12/2017
It is now possible to configure your system to enforce email and/or mobile numbers for your delivery contacts. This is particularly useful where you are using carriers who need contact details to confirm delivery.
These may be optional, mandatory or you can choose to be warned if you attempt to file a sales order using a contact with a blank email or mobile number but still allowed to file the order.
When mandatory, you receive an error message if you attempt to file an order for a contact without this information:
You may then choose to update the contact details for the customer (using the SmartLink icon at the top of the function) or update the delivery contact details just for this order using the Edit Contact icon:
Filter Customer Monitors by Factored Status
Available to all customers with axis diplomat 2016 or above
Release Date: 11/12/2017
Customer monitor tabs, and other monitor tab types that allow filtering by customers, can now be filtered based on whether the customer's account is factored.
In addition to general Monitor tabs, this enhancement is also available within the dedicated Credit Control Monitor
More Configuration Options over Sending Call Shortcuts
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 11/12/2017
Additional configurability has been added to control when Call Shortcuts are automatically emailed to users. Each user can now be configured with one of three options:
- Always - whenever a call is assigned to this user's responsibility, a call shortcut email will be automatically sent to them
- Optional - when a call is assigned to this user's responsibility, the operator us asked whether they want to send a call shortcut
- Never - the system does not send a call shortcut and does not ask; call shortcuts can still be manually sent using the "Send" button
Enforce Order Source Code by Customer
Available to all customers with axis diplomat 2016 or above
Release Date: 04/12/2017
An additional tickbox has been added to the General Details tab of Maintain Customer Details to enforce the use of default order source codes. Selecting this option will ensure that the default order source code on the account overrides any defaults set against individual operators that may be entering sales orders.
This option is useful if, for example, you generally want order source codes to reflect the person entering the order but, for certain key accounts, orders should always be placed against the account's order source code.
Custom Category columns added to Customer monitor tabs
Available to all customers with axis diplomat 2016 or above
Release Date: 30/11/2017
Additional columns have been added to Customer-based monitor tabs for each single element Custom Category defined on your system.
This screenshot shows a system with a number of additional Custom Categories for Lead Source,
Geographic Area and Size added to a Customer monitor tab
These tabs are not enabled by default but can be added by simply right-clicking on the header and selecting "More". Select the custom category that you wish to include and click "Show":
The performance of Customer monitor tabs has also been significantly improved when filtering by Custom Categories.
Collection Notes
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 18/09/2017
The Customer Returns module, introduced with axis diplomat 2016, now allows the production of a Collection Note.
This Document Designer-based document will be particularly useful to those using their own vans to collect items from customers. As well as documenting the items to be collected, the Collection Note can also be designed to incorporate a signature box to be left with the customer as a receipt for the collected goods.
It is also possible to print Collection Notes from within a Customer Returns monitor:
Configure "Return Goods into Stock" Behaviour
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 08/09/2017
Additional parameters have been added to axis diplomat's "User and Group Maintenance" function to allow you to configure, on a user-by-user basis, the action for returning goods into stock when raising credits.
Normally, when raising Sales Ledger credits (either via a credit note or a negative line on a Sales Order), you can choose whether or not the item(s) being credited should be returned into stock. The default action is determined by a system-wide parameter.
Additional settings on each user account now allow you to vary that behaviour for an individual.
You are now able to indicate that the default action for a particular user differs to the overall system. Furthermore, you are also able to prevent the user from changing that behaviour. The user above, for example, will always return goods into stock when raising a credit note and will be unable to change that setting.
Selected Line Values in Sales Order Monitor
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 05/09/2017
It has previously been possible to filter Sales Order monitor tabs to show just those orders containing certain products but a new column, Selected Items Total Value, has now been added to show the order value of just those selected products.
For example, this Sales Order monitor tab has been filtered to only include Sales Orders including lawn mowers:
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The monitor has also been filtered to show all orders from last year (including those that are complete). From this monitor, we can now see that the total value of orders that included Lawn Mowers was £287,623, of which £63,132 was made up of the Lawn Mowers themselves:
Numeric Customer List
Available to all customers with axis diplomat 2016 or above
Release Date: 14/08/2017
The Sales Ledger report Numeric Customer List has been extended to allow reporting of just those customers that are not currently assigned to any campaigns.
The filter can be found on the Inclusions and Exclusions tab:
Account Types in Customer List by Turnover
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 28/04/2017
The Customer List by Turnover report has been modified to allow reporting of just live accounts, just closed accounts or both.
Non-Resaleable Products in Keyword Search
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 27/03/2017
A new system parameter has been added to allow you to see non-resaleable items in keyword search results when adding items to sales orders. When set, non-resaleable items will appear within the search results and will be greyed out. They may not be added to the order but are shown for information only.
The parameter to enable this functionality can be found on the Prompt Defaults tab within the Maintain SOP Parameters function.
Campaign Calls
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 20/03/2017
When using Campaigns to manage regular outbound telesales and an order is entered on the system, you now have the option of leaving the call open. Calls would previously have been automatically completed when an order was placed.
Exceptional Sales Customer Accounts
Available to Software Assurance customers with axis diplomat 2016 or above and the Demand Forecasting module
Release Date: 23/11/2016
For users of the Demand Forecasting module, it is now possible to flag individual customer accounts as "Exceptional Sales". All sales for such customers will then be marked as exceptional sales and therefore excluded from the Demand Forecasting calculation.
Customer Price List Updates
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 18/10/2016
It is now possible to create new customer price list entries for items being added to Sales Orders. Previously, it was only possible to update existing entries.
System parameters exist to enable or disable this functionality and to set the default value. These can be found on the Prompt Suppression and Prompt Defaults tabs of the Maintain SOP Parameters function respectively.
Purchase Ledger & Purchase Order Processing
SmartLink added to Purchase Invoice Enquiry
Available to all customers with axis diplomat 2016 or above
Release Date: 30/07/2020
A SmartLink has been added to Purchase Invoice Enquiry to allow quick access to the Supplier Account.
Supplier Category and Status added to Purchase Requirements
Available to Software Assurance customers with axis diplomat 2016 or above and the Purchase Requirements module
Release Date: 11/06/2019
When using the Maintain Purchase Requirements function, the list of items now includes additional columns for Supplier Category and Supplier Status.
Override Account Classification in Purchase Order Invoice Booking
Available to all customers with axis diplomat 2016 or above
Release Date: 22/03/2019
Both Purchase Order Invoice Booking and Purchase Order Credit Note Booking have been extended to allow the Supplier's Account Classification to be overridden. This only affects the current document although the setting will be remembered if the next document in the session relates to the same supplier.
When changing a Supplier's classification to EC Member State, you also have the ability to set the EC Country Code and VAT Registration Number at the same time.
This is useful, for example, when suppliers have a number of VAT Registrations and may ship goods from a variety of locations. Using multiple supplier accounts is not always practical in these situations as it may not be known, when the purchase order is raised, from which country the goods will be shipped.
This enhancement is particularly relevant with the introduction of Making Tax Digital as it can help reduce the number of corrections and adjustments that need to be made at a later date,
Forced email address for Purchase Order delivery
Available to all customers with axis diplomat 2016 or above
Release Date: 08/02/2019
By default, axis diplomat will email Purchase Orders to the contact specified on the Purchase Order and only use the email address from the Supplier account if no contact is specified on the Purchase Order.
A new prompt has been added to Maintain Supplier Details to override this logic and always email Purchase Orders to a specific contact, irrespective of the contact details on the Purchase Order.
Additional Filter Options in Purchase Deliveries Monitor
Available to all customers with axis diplomat 2016 or above and the Purchase Delivery Advice module
Release Date: 22/08/2018
The Filter Options within the Purchase Deliveries Monitor have been extended to allow the monitor to be filtered based on the Departure Date Status and/or the Arrival Due Date Status.
This allows, for example, a monitor tab to be created that lists just those deliveries where the Departure Date has been confirmed but the Arrival Due Date has not.
Force entry of Supplier's Order Reference
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 13/08/2018
Two new parameters have been added to Purchase Order Processing to force entry of a Supplier's Order Reference and to disallow references that contain spaces.
Suppress option to print Goods Received Notes
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 10/08/2018
As fewer users now opt to print Goods Received Notes (GRNs) when receiving deliveries from suppliers, there is now a parameter to suppress the option, streamlining the goods received process.
Record Supplier's IBAN and BIC Codes
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 05/07/2018
You are now able to record the IBAN number and BIC code for any suppliers whose payment method is "Auto -other".
For more information:
This Invoice Value in Purchase Order Invoice Booking
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 05/04/2018
Purchase Invoice Booking now shows an additional column for "This Invoice Value".
This can be particularly useful in trying to identify errors, when the analysed value differs from the target value, whether as a result of keying errors or where the supplier's calculations (for example, when applying discount) differ from what is expected.
Approve Supplier Invoices from Supplier Enquiry
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 09/03/2018
It is now possible to change the approval status (from Unapproved to Approved or vice versa) of a supplier's invoice by a simple right-click from within Supplier Enquiry (in Edit mode).
The ability to do this is, of course, controlled by Security Permissions so that you can decide which users are allowed to approve invoices:
Supplier Category in Supplier Price List Search
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 15/12/2017
The Supplier Price List search, as used within Purchase Requirements when choosing a supplier, has been modified to include an additional column for the Supplier Category:
Purchase Invoice Discounts
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 22/12/2016
Purchase Order Invoice Booking has been extended to allow ad hoc discount lines to be added to a purchase invoice. This is ideal for use where discounts have been applied that do not relate to specific items on the order.
Stock Ledger, Bill of Materials & MRP
Country of Origin in Stock Monitor
Available to all customers with axis diplomat 2016 or above
Release Date: 19/05/2020
Stock Items type Monitor tabs now show an additional column for the Country of Origin:
Import and Export Stock Commissionable Flag
Available to all customers with axis diplomat 2016 or above
Release Date: 21/02/2020
The Import Stock Details from CSV and Export Stock Details functions have both been modified to add support for the Commissionable Item flag.
For more information:
https://www.axisfirst.co.uk/documentation/Agents-Commission/articles/15629
Stock Record Block Amendment and Cost Type
Available to all customers with axis diplomat 2016 or above and the Bill of Materials module
Release Date: 06/01/2020
Stock Record Block Amendment now allows you to change the Cost Type for a selection of stock records.
Cost Type may be set to one of the following:
- Material
- Labour
- Sub-contract
The Cost Type is used to sub-divide cost analysis within Bill of Materials reporting.
Filter Aged Stock Valuation Report for Discontinued Items
Available to all customers with axis diplomat 2016 or above
Release Date: 03/12/2019
The Aged Stock Valuation Report can now be filtered to only show Discontinued Items or, conversely, to exclude them:
Import Price Matrix now Multi-User
Available to all customers with axis diplomat 2016 or above
Release Date: 12/11/2019
The Import Price Matrix function has been updated so that it is now able to run whilst other users are also using the system - previously, it required exclusive access to the system.
Supplier Discount in Export Stock Details
Available to all customers with axis diplomat 2016 or above
Release Date: 04/06/2019
When using the function Export Stock Details and choosing to include supplier details, the generated CSV file now includes an additional column for the supplier(s) discount.
Bin Column added to Stock Transactions Monitor
Available to all customers with axis diplomat 2016 or above
Release Date: 01/04/2019
Custom Monitor Tabs showing Stock Transactions now include an additional column showing the Bin.
Update Unchanged Current Cost in Purchase Order Invoice Booking
Available to all customers with axis diplomat 2016 or above
Release Date: 27/03/2019
Purchase Order Invoice Booking has been updated to enable the "Update stock current cost" tickbox to be checked even when the Current Cost is unchanged,
This ensures that the Updated date shown in Stock Enquiry reflects the revised date, confirming that the cost is indeed current:
More Information available in Stock Monitor
Available to all customers with axis diplomat 2016 or above and the Retail Price VAT Status module
Release Date: 10/09/2018
Additional columns have been added to Stock monitor tabs, providing more information on the VAT status of each item.
For those using the Retail VAT Status option, two new columns indicate whether the item's retail price is specified as including or excluding VAT, and similarly whether the trade price is specified inclusive or exclusive of VAT..
Restrict User Access to Stock by Department
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 29/06/2018
For systems configured to allow Departmental and Cost Centre analysis by sales invoice line, the Security Permissions within axis diplomat have been extended to allow or deny access to stock by its default department.
For users that operate solely within a single department, for example, this allows you to restrict the range of stock items that they see (such as when searching or adding items to a sales order) to just the relevant items.
This not only has a security benefit but also makes the system easier for them to use.
For more information:
Department and Cost Centre added to Stock Search Results
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 21/06/2018
On systems that are configured to allow Departmental and Cost Centre analysis by sales invoice line, where the default department and cost centre codes are recorded against each stock item, these are now shown in stock search results.
For more information:
Import Customer and Supplier Price List Specifications
Available to all customers with axis diplomat 2016 or above
Release Date: 09/04/2018
The function Import Stock Details from CSV File now allows you to import Specifications for both Supplier Price Lists and Customer Price Lists.
Specifications on Supplier Price Lists can, for example, be used to hold additional information to be shown on purchase orders when ordering that item from that specific supplier:
Build Works Order
Available to Software Assurance customers with axis diplomat 2016 or above and the Build Assembly module
Release Date: 07/03/2018
A new menu option has been added for users of the Build Assembly module called Build Works Order. This function, designed to be used from a handheld PDA but also suitable for use on your desktop, allows the components for a works order to be picked, and the finished goods received, in one easy operation. The function can also be accessed via a right-click menu option within Works Order Monitor.
Commodity Codes added to Stock Function
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 18/12/2017
The Stock function has been extended to include an additional column showing the Commodity Code.
For more information:
https://www.axisfirst.co.uk/software/axisdiplomat/modules/Intrastat/15159
Daily Schedule added to Stock Enquiry
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 06/12/2017
A new option has been added to the Transactions tab of Stock Enquiry to provide a simple overview of the forecast stock position over time.
The Daily Schedule displays a chronological view of when stock is expected to be received and issued, based on the due dates of sales orders and purchase orders.
This option provides an overview of when stock is likely to be available and, equally importantly, if and when you are expected to run out.
The same schedule can also be viewed from within Enter/Amend Sales Order when adding or amending items.
Overall Parent Document Number added to Document Designer
Available to all customers with axis diplomat 2016 or above and the Compact MRP module
Release Date: 27/11/2017
An additional field has been made available for Document Designer documents and, in particular, Works Orders. This field is the Overall Parent Document Number, which excludes the "WKO" or "ORD" prefix.
This makes it ideal for presenting as a barcode for subsequent scanning.
Print Stock Labels by Item, by Supplier Case or by Receipt
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 17/10/2017
You are now able to determine, on a stock item-by-stock item basis, whether the quantity of labels printed at the goods receipt stage is based on a specific number per item, the number of supplier cases being received or the total receipt quantity.
The setting is configured on the General Details tab of Maintain Stock Details:
Setting the number of labels to "Supplier Case" will instruct the Goods Received function to divide the received quantity by the Case Quantity from the Supplier Price List entry. This is useful when the goods are shipped by the supplier in a carton that does not get unpacked immediately, allowing you to place one label on each carton.
Additional Information on Stock Traceability Details
Available to Software Assurance customers with axis diplomat 2016 or above and the Stock Transaction Traceability module
Release Date: 09/10/2017
The Traceability tab within Stock Enquiry has been extended to add columns showing the date that a given item was first received and the date that it was last issued.
BY showing the dates of the first receipt and the last issue, this covers situations where a particular item was, for example, sold, returned and sold again.
Amend Document Status Code from Works Order Monitor
Available to Software Assurance customers with axis diplomat 2016 or above and the Compact MRP module
Release Date: 04/10/2017
It is now possible to amend a Works Order's Document Status Code simply by a right-click option within the Works Order Monitor.
Works Order Status Codes
Available to Software Assurance customers with axis diplomat 2016 or above and the Compact MRP module
Release Date: 14/09/2017
For users of the Compact MRP module, Document Status codes have now been extended to apply to Works Orders.
Document status codes were introduced in axis diplomat 2010 to allow user-defined statuses against sales orders and quotations. Since then, they have also been extended to apply to contracts and contract requests, for users of the Service Contract Management module.
By extending document status codes to Works Orders, you are now able to define your own states for Works Orders. For example, a works order might be "Awaiting Scheduling", "Awaiting Components", "In Production" or "In QC".
Furthermore, you can also indicate that certain status codes should trigger an email to the customer at the point a works order is changed to that status - this might, for example, be an email to explain that the order has now entered production and should be ready for despatch within one week.
Hide Overall Stock Figures
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 20/06/2017
It is now possible to hide the Overall Stock Levels group from the Stock Enquiry function. It was already possible to hide specific stock figures (such as the On Hand figure) but this enhancement now means that the entire section can be hidden.
One possible use for this could be on systems with the Multi-Location Stock module if you wish to force operators to look at the stock figures by location rather than making assumptions on stock availability by looking at the overall figures.
The presence of the Overall Stock Levels section is controlled via a checkbox within the Maintain Stock Ledger Parameters function:
Stock Enquiry showing Overall Stock Levels
Equivalent Stock Enquiry with Overall Stock Levels hidden
Default Quantities on Custom Builds
Available to Software Assurance customers with axis diplomat 2016 or above and the Custom Build Assemblies module
Release Date: 15/06/2017
For those users with the Custom Build Assemblies module, it is now possible to specify a default quantity against each item in an option list:
The default quantity is then used when adding the Custom Build to a Sales Order or Quotation:
The addition of a default quantities can make Custom Build items much easier to add to orders. For example, a chair can now default to having two standard arms whilst still allowing the operator to specify different arms or no arms at all. The minimum and maximum quantities specified would still prevent the configuration of a chair with, for example, four arms. Similarly, a PC could be configured with a standard hard drive but a larger, smaller or faster alternative could be chosen if required.
For more information:
https://www.axisfirst.co.uk/software/axisdiplomat/modules/Custom-Build-Assemblies/15181
Hide Specific Stock Locations from Stock Figures
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 06/06/2017
It is now possible to exclude stock at specific locations from the overall stock figures shown by the system.
An additional tick box has been added to Maintain Stock Locations to specify that a location's stock figures are to be excluded:
Functions within axis diplomat which then show overall stock figures for items will then exclude the stock at such locations:
The example above shows the Stock function indicating a Free Stock figure of 14, which includes the stock at Main Depot, Greenton and Littletown but does not include the stock at the Quarantine location.
This facility is ideal for those wanting to ensure that users (especially those in sales and customer services departments who may quote stock availability to customers) do not include stock that is not generally available. This might not only include a Quarantine location as shown in the example above but could also include consignment stock held on a customer's site, demonstration stock or stock held by particular members of staff (such as in an engineer's car or van).
Catalogue Page Numbers in Stock Control Monitor
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 19/04/2017
An additional column has been added to the Stock Control Monitor to show the Catalogue Page Number(s):
Component Costs within Works Order Enquiry
Available to Software Assurance customers with axis diplomat 2016 or above and the Compact MRP module
Release Date: 03/01/2017
Additional columns have been added to the Components tab of Works Order Enquiry to show Estimated Cost and, for components that have been issued, Actual Cost.
The appearance of these columns is subject to the user having the appropriate security permissions.
Unit Price displayed in Supplier Price Lists
Available to Software Assurance customers with axis diplomat 2016 or above
Release Date: 22/11/2016
The Supplier Price List tab in Stock Enquiry now includes an additional column for the equivalent unit price. This now makes it much easier to compare supplier prices where different suppliers provide the same product but in different pack sizes and priced by the pack.
The equivalent unit price is calculated to six decimal places to provide meaningful comparisons between suppliers even when the individual items are of very small value or the pack sizes are very large.
Warehouse Management
Stock Record Block Amendment and Shipping Containers
Available to all customers with axis diplomat 2016 or above and the Shipping Containers module
Release Date: 20/11/2019
For those using the Shipping Containers module, Stock Record Block Amendment now allows you to configure the "Is a package" setting for a selection of stock records. Using Stock Record Block Amendment to update wide selections of stock items in one go is often an easier and more user-friendly option than importing data from a spreadsheet.
The "Is a package" parameter is used to indicate that a particular item is always, or sometimes, sent in its own right without being added to a shipping container.
With preparations for Brexit, the recording of Shipping Containers for deliveries will become more prevalent as an increasing number of Delivery Service Providers start expecting this information to be passed to them.
New Options for Bin Picking Sequence
Available to Software Assurance customers with axis diplomat 2016 or above with Warehouse Management
Release Date: 22/08/2018
It is now possible to configure individual users to invert the bin sequence when determining which bins to choose for picking. This would, for example, result in them being sent to Bin ZZ99 first and Bin AA00 last.
This is ideal in situations where some pickers are based at the opposite end of your warehouse to others, in which case picking for them can be biased towards the bins closest to them.
To further support this method of operation, an additional Sales Order Processing parameter has been added to indicate whether reverse picking should function within the category (i.e. Category A is still preferred over Category Z) or whether the categories themselves are reversed.
Print Invoices at Despatch
Available to Software Assurance customers with axis diplomat 2016 or above and the Despatch & Delivery Management module
Release Date: 08/08/2018
For those using the Despatch & Delivery Management module, you are now able to mark specific customers to automatically create and print invoices at the point of consigning a delivery.
As well as configuring individual customers via Maintain Customer Details, the option can also be set for a selection of customers by using Customer Record Block Amendment or from a CSV file using Import Customer Records.
Greater Flexibility with Customer Delivery Charges
Available to Software Assurance customers with axis diplomat 2016 or above and the Despatch & Delivery Management module
Release Date: 26/03/2018
Sales Order Maintenance has been modified to allow you to override the Delivery Charge option specified on the Customer Account for this particular order.
Additional Information in Stock Take Monitor
Available to all customers with axis diplomat 2016 or above and the Enhanced Stock Take module
Release Date: 21/03/2018
For those using the Enhanced Stock Take facilities (available in conjunction with the Multi-Location / Multi Bin module), the Stock Take Monitor now features additional columns on the "Bins" tab:
- Discrepancy Under Counted Value
- Discrepancy Over Counted Value
- Discrepancy Under Counted Items
- Discrepancy Over Counted Items
For counted bins, these show the difference (in monetary value and in number of affected stock items) between the expected count and the actual count.
Document Status Codes allow Orders to be suppressed from Picking
Available to Software Assurance customers with axis diplomat 2016 or above with Warehouse Management
Release Date: 23/02/2018
Users with the Warehouse Paper-based Sales Order Picking module can now create Document Status Codes that suppress orders with those statuses from being included in the creation of provisional deliveries.
This is ideal, for example, where certain orders require special processing before they can be picked, such as embroidery or printing.
Handheld Stock Label Printing
Available to Software Assurance customers with axis diplomat 2016 or above with Warehouse Management
Release Date: 07/11/2017
The Handheld Stock Enquiry function has been extended to allow printing of labels for stock items:
The parameters used (such as the format and the number of labels to print) are taken from the stock record, as found on the General Details tab of Stock Enquiry:
Suppress Partial Kit Release
Available to Software Assurance customers with axis diplomat 2016 or above and the Bill of Materials module
Release Date: 27/06/2017
For those using handheld sales order picking in conjunction with kits, it is now possible to configure axis diplomat to prevent the partial picking of kits.
This allows you to set despatch quantities for partial kits (to ensure that stock is reserved) whilst preventing those incomplete kits from being inadvertently sent to the customer.
'Pick All' option for Back-to-Back Orders
Available to Software Assurance customers with axis diplomat 2016 or above with Warehouse Management
Release Date: 14/06/2017
It is now possible to automatically pick items when receiving goods against a back-to-back purchase order.
This functionality is enabled by a Purchase Order Processing parameter
Handheld Purchase Requirements
Available to Software Assurance customers with axis diplomat 2016 or above with Warehouse Management
Release Date: 08/11/2016
A new function has been added to allow Purchase Requirements to be created using a handheld unit.
This now makes it easy to walk around your warehouse or shop, adding items to an ordering list by simply scanning barcodes and confirming quantities.
Having selected an item, its Re-Order Quantity, Maximum Quantity, Re-Order Level and Case Quantity are displayed to assist in deciding on the appropriate quantity to order.
As well as scanning barcodes, items can be added to the "shopping list" by entering part codes or by searching - this is useful, not only for items that are not barcoded, but when items are completely out of stock and the shelves are not labelled with barcodes.
Office Products
Processing Back Orders through Online Order Processing
Available to Software Assurance customers with axis diplomat 2016 or above and the EDI Purchasing Foundation module
Release Date: 26/02/2018
A new option has been introduced within the Online Order Processing function (available to users of EDI Purchasing) to change the way in which back orders are processed. The new option allows the balance of any items left outstanding from the original order to be automatically received on receipt of the invoice.
Price Feed Type added to Supplier search results
Available to Software Assurance customers with axis diplomat 2016 or above and the Supplier Price Feed Foundation module
Release Date: 15/02/2018
For customers with one or more Supplier Price Feeds, the Suppliers function has been extended to include a column in the search results indicating the type of price feed associated with each supplier account listed.
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Excluding Specific Suppliers from Automatic Price Feeds
Available to Software Assurance customers with axis diplomat 2016 or above with Office Products
Release Date: 20/02/2017
A new setting has been added to suppliers supporting price feeds to allow you to exclude them from the automatic background feed process. Options have also been added to the Amend Scheduled Processing Settings function to allow you to configure start and end times for the automatic feed processes.
Support for Vow ePremium Product Files
Available to Software Assurance customers with axis diplomat 2016 or above with Office Products
Release Date: 05/01/2017
The Import VOW Product File function has been extended to support the XML format product files supplied by Vow to subscribers to their ePremium service. axis vMerchant already offers support for ePremium rich data.
eBusiness
Voucher Information added to Sales Order Monitors
Available to all customers with axis diplomat 2016 or above and the eBusiness Promotional Vouchers module
Release Date: 25/01/2019
Monitor tabs showing Sales Orders can now include additional columns showing any eBusiness Promotional Vouchers used for each order. In addition to showing the Voucher Reference, the net and gross values of the Voucher Discount are also shown.
By filtering to specific vouchers, it is easy to see the number, total value of orders and the associated discounts given since these columns are totalled. This makes the Sales Order Monitor a very simple tool for analysing the effectiveness of voucher-based marketing.
Additional Marketplaces via Channel Advisor
Available to Software Assurance customers with axis diplomat 2016 or above and the Channel Advisor Interface module
Release Date: 28/05/2018
For users of the axis diplomat Channel Advisor Interface module, a number of additional marketplaces are now supported:
- SKU Cloud
- Shop.com
- Tesco
Handling eBusiness Orders with Address Validation Issues
Available to Software Assurance customers with axis diplomat 2016 or above and the eBusiness module
Release Date: 19/03/2018
A new parameter has been added for those who have configured their system to perform address validation when importing sales orders. Any orders that have an unrecognisable address may now be either
- Automatically imported but placed on hold
- Not automatically imported
When an order with an addressing issue is not imported automatically, the address can be checked and updated by running Import eBusiness Orders manually.
A further parameter has been added for those using Despatch Quantity Recording to determine whether orders that are imported and placed on hold have Despatch Quantities set:
eBusiness Mailing List module made standard
Available to Software Assurance customers with axis diplomat 2016 or above and the axis vMerchant module
Release Date: 02/03/2018
To better equip axis diplomat users to handle the requirements of GDPR, the eBusiness Mailing List module has now been made standard on systems with links to axis vMerchant-based websites.
The module allows you to configure a pseudo customer account to hold details of people who use your website to subscribe to, or unsubscribe from, your marketing emails or newsletters without purchasing on your site.
If one of these subscribers subsequently places an order on your website, their details are moved to an actual customer account so that, at any point in time, the pseudo account only holds details of those who have subscribed but not yet purchased.
For those with template-based websites, subscribe and unsubscribe pages already exist. Bespoke axis vMerchant websites will need the appropriate pages creating.
For more information:
https://www.axisfirst.co.uk/software/axisdiplomat/modules/ebusiness/eBusiness-Mailing-List/15205
Maintain eBusiness Vouchers
Available to all customers with axis diplomat 2016 or above and the eBusiness Promotional Vouchers module
Release Date: 09/08/2017
For users of the optional eBusiness Vouchers module, the list of vouchers shown in the maintenance function now shows both the associated stock item and its VAT status:
It is recommended that all stock items associated with eBusiness Vouchers are marked as VAT Inclusive as this will avoid rounding issues with percentage discount vouchers. If discounts were calculated on the net value of the items in the shopping basket and then VAT added afterwards, the shopper could be confused by a gross discount that is not the exact amount that they would expect.
For more information:
https://www.axisfirst.co.uk/documentation/eBusiness-Vouchers/articles/14424
Hire Management
Improved Calculation of Available Stock when entering Advice Note
Available to all customers with axis diplomat 2016 or above with Hire Management
Release Date: 07/11/2019
The Available Stock shown when entering an item onto an Advice Note is now the lowest availability for any day covered by the new hire.
Additional Description Lines on Hires
Available to Software Assurance customers with axis diplomat 2016 or above with Hire Management
Release Date: 25/04/2019
The axis diplomat Hire module has been enhanced to allow Additional Description Lines to be added to Hires, mirroring the facility offered with Sales and Purchase documents such as Sales Orders, Invoices and Purchase Orders.
This development allows you to add unlimited narrative to your hire documents and Additional Description lines may be inserted at any point within the document lines, allowing you to sub-divide the hire into sections, if you wish.
Each Additional Description line may, optionally, be printed on:
- Hire Notes
- Picking Notes
- Delivery Notes
- Collection Notes
- Returns Notes
- Invoices
Closing Forward-Dated Hires
Available to Software Assurance customers with axis diplomat 2016 or above with Hire Management
Release Date: 28/02/2018
The Hire Schedule Monitor has been enhanced to allow forward-dated bookings to be closed. This allows you to retain the details of the booking for future reference whilst removing the allocations of the hire items.
Service Contract Management
Additional Selections in Create Invoices for Contracts
Available to all customers with axis diplomat 2016 or above with Service Contract Management
Release Date: 27/02/2018
The function "Create Invoices for Contracts" has been extended to allow selection of a specific contract, or range of contracts. It also allows selection of a specific customer or range of customers.
This is particularly useful when a new contract is added after the normal invoice run and an immediate invoice is required.
Filter Service Contract monitors by Stock Item
Available to all customers with axis diplomat 2016 or above and the Service Contract Management module
Release Date: 19/10/2017
It is now possible to filter a Service Contract monitor tab to show just those contracts that contain certain items.
The example above shows a Service Contract monitor tab being created and filtered to only show those contracts that contain items within specific product groups. As can be seen above, it would be equally straightforward to filter by a range of other criteria, including Sales Groups, Contract Sales Groups or specific Stock Attributes.
Default Service Contract Payment Method
Available to Software Assurance customers with axis diplomat 2016 or above and the Direct Debits module
Release Date: 01/06/2017
When entering a Service Contract, a Request for Service or converting a Request to a Contract, the system will now check the customer's account to see if a Direct Debit Mandate has been received. If it has, the Payment Method now defaults to Direct Debit, rather than the account's Default Payment Method.
This helps to avoid errors when the customer's default is "On Account" but Direct Debits are usually used for contracts.
Workshop Job Management
Document Designer-based Workshop Job Documents
Available to all customers with axis diplomat 2016 or above and the Workshop Job Management Module module
Release Date: 01/10/2016
Support has now been added for three different Workshop Job documents that can be created using Document Designer:
- Workshop Job Sheet
- Workshop Job Service Worksheet
- Delivery Note for Workshop Job
Since you are able to design each document to meet your own requirements, each document can be used for any particular purpose that you need.
The intention, however, is that a Workshop Job Sheet would be a document sent to a customer confirming the details of the job (akin to an Order Acknowledgement for Sales Orders), a Workshop Job Service Worksheet would be used internally by your workshop (similar to a Sales Order's Advice/Packing Note) whilst the Delivery Note for Workshop Job would be used when returning repaired items to the customer.
Configuration is via the function "Maintain SOP Parameters". Workshop Job Sheets and Workshop Job Service Sheets are configured via the "Documentation 3" tab whilst Delivery Notes for Workshop Jobs are configured along with other variations of delivery note on the "Documentation 2" tab.
For users of the Workshop Job Management module in conjunction with the Customer Assets module, it is also possible to include columns on a document to indicate the serial number of each item on the job that is linked to an asset as well as an indicator as to whether the asset is under warranty.
axis payroll
Known As field added to Employee Records
Available to all customers with axis payroll 2016 or above
Release Date: 23/10/2017
Employee Records within axis payroll have been extended to include a "Known As" field. This is useful for those employees who are generally known by a middle name, abbreviation or nickname.
Apprenticeship Levy
Available to all customers with axis payroll 2016 or above
Release Date: 01/03/2017
From 6th April 2017, the Government is introducing an Apprenticeship Levy to help to fund and grow the apprenticeship programme.
The levy applies to all employers operating in the UK and is charged at 0.5% of an employer's annual pay bill. However, an annual levy allowance of £15,000 is available to each employer to offset their liability. As a result, only employers with an annual pay bill of over £3 million will be required to report and pay the apprenticeship levy.
axis payroll has been updated to support reporting requirements for the levy.
Recording Employee Car Details
Available to all customers with axis payroll 2016 or above
Release Date: 01/03/2017
If you are registered for payrolling Benefits in Kind (BiKs), from 6th April 2017 you will have the option to report car information for the tax year 2017/2018. For tax year 2018/2019 this will become a requirement for those employers payrolling BiKs.
axis payroll has been extended to allow recording of employee car details on the employee record and optionally submit this information in FPS submissions.
Payrolling Benefits in Kind
Available to all customers with axis payroll 2016 or above
Release Date: 01/03/2017
In April 2016, the government introduced a voluntary framework to allow you to payroll most Benefits in Kind (BiKs).
One of the biggest benefits of payrolling in line with the framework is that you no longer need to submit P11Ds for payrolled BiKs.
axis payroll supports a “Benefit in Kind” pay component which will be included in taxable pay but excluded from amount paid.
For more information:
https://www.gov.uk/guidance/paying-your-employees-expenses-and-benefits-through-your-payroll